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Hyster-Yale, Inc.

HY
Exchange
NYSE
Industry
Industrial Trucks, Tractors, Trailors & Stackers
SEC CIK
0001173514

No open-market purchases or sales by Hyster-Yale, Inc. insiders were filed in the last 90 days; 151 institutions reported holding it in 13F filings for Q2 2026, worth $305.4M in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Hyster-Yale, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
107
−11 vs. Q3 2021
Shares held
7.46M
−265.7K (−3.4%) vs. Q3 2021
Total value
$306.8M
−$81.7M (−21.0%) vs. Q3 2021
New holders
13
46 more added
Sold out
24
29 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting HY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 107 institutions
Q1 2021: 131 institutionsQ2 2021: 128 institutionsQ3 2021: 118 institutionsQ4 2021: 107 institutionsQ1 2022: 107 institutionsQ2 2022: 99 institutionsQ3 2022: 91 institutionsQ4 2022: 106 institutionsQ1 2023: 131 institutionsQ2 2023: 140 institutionsQ3 2023: 140 institutionsQ4 2023: 165 institutionsQ1 2024: 164 institutionsQ2 2024: 175 institutionsQ3 2024: 183 institutionsQ4 2024: 181 institutionsQ1 2025: 178 institutionsQ2 2025: 161 institutionsQ3 2025: 158 institutionsQ4 2025: 144 institutionsQ1 2026: 150 institutionsQ2 2026: 151 institutions
Value heldQ4 2021: $306.8M
Q1 2021: $684.8MQ2 2021: $565.4MQ3 2021: $388.5MQ4 2021: $306.8MQ1 2022: $248.2MQ2 2022: $239.0MQ3 2022: $155.6MQ4 2022: $184.8MQ1 2023: $433.2MQ2 2023: $424.3MQ3 2023: $355.1MQ4 2023: $509.3MQ1 2024: $538.8MQ2 2024: $601.1MQ3 2024: $541.9MQ4 2024: $435.6MQ1 2025: $354.2MQ2 2025: $340.1MQ3 2025: $301.5MQ4 2025: $239.9MQ1 2026: $276.1MQ2 2026: $305.4M
Institutions holding HY and their total value by quarter
QuarterHoldersValue
Q2 2026151$305.4M
Q1 2026150$276.1M
Q4 2025144$239.9M
Q3 2025158$301.5M
Q2 2025161$340.1M
Q1 2025178$354.2M
Q4 2024181$435.6M
Q3 2024183$541.9M
Q2 2024175$601.1M
Q1 2024164$538.8M
Q4 2023165$509.3M
Q3 2023140$355.1M
Q2 2023140$424.3M
Q1 2023131$433.2M
Q4 2022106$184.8M
Q3 202291$155.6M
Q2 202299$239.0M
Q1 2022107$248.2M
Q4 2021107$306.8M
Q3 2021118$388.5M
Q2 2021128$565.4M
Q1 2021131$684.8M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q3 2021.

Institutions holding HY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Victory Capital Management Inc276,686$11.4M0.01%+239+0.1%Added
FMR LLC288,844$11.9M0.00%+31,100+12.1%Added
State Street Corp450,129$18.5M0.00%+146,869+48.4%Added
Dimensional Fund Advisors LP722,404$29.7M0.01%−23,919−3.2%Reduced
Gamco Investors, Inc. Et Al764,854$31.4M0.27%+75,210+10.9%Added
BlackRock Inc.801,271$32.9M0.00%+19,692+2.5%Added
Vanguard Group Inc919,180$37.8M0.00%+6,911+0.8%Added
Rubric Capital Management LP0$00.00%−221,514−100.0%Sold out
Janus Henderson Group PLC0$00.00%−130,727−100.0%Sold out
McDonald Partners LLC0$00.00%−47,456−100.0%Sold out
Diamond Hill Capital Management Inc0$00.00%−32,138−100.0%Sold out
Norges Bank0$00.00%−29,900−100.0%Sold out
Clearline Capital LP0$00.00%−27,558−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−20,375−100.0%Sold out
Martingale Asset Management L P0$00.00%−15,206−100.0%Sold out
Two Sigma Investments, LP0$00.00%−11,855−100.0%Sold out
Panagora Asset Management Inc0$00.00%−11,374−100.0%Sold out
STRS Ohio0$00.00%−11,300−100.0%Sold out
AQR Capital Management LLC0$00.00%−8,421−100.0%Sold out
Price T Rowe Associates Inc0$00.00%−6,847−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−5,753−100.0%Sold out
Teton Advisors, Inc.0$00.00%−5,000−100.0%Sold out
LPL Financial LLC0$00.00%−4,549−100.0%Sold out
Millennium Management LLC0$00.00%−4,535−100.0%Sold out
Boston Partners0$00.00%−4,286−100.0%Sold out
Voya Investment Management LLC0$00.00%−4,106−100.0%Sold out
Quinn Opportunity Partners LLC0$00.00%−4,000−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−1,108−100.0%Sold out
Globeflex Capital L P0$00.00%−1,028−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−425−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−70−100.0%Sold out